--- title: Method CRM Reviews meta\_title: 'Method CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 339 reviews by the users' company size, role or industry to find out how Method CRM works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 339 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Method CRM Reviews & Product Details Visit Website Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business. * * * Product Website Method CRM Seller [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc) Discussions [Method CRM Community](https://www.g2.com/products/method-crm/discuss) Languages Supported English Solution Type All-in-One Overview by Julia Poon (The best QuickBooks CRM) Show More ## Pricing Pricing provided by Method CRM. ### Free trial Free Trial [ View More Pricing Information ](https://www.g2.com/products/method-crm/pricing) ## Method CRM Integrations (7) What do users say about integrations? Verified by Method CRM [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Boomerang for Gmail ](https://www.g2.com/products/boomerang-for-gmail/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Enterprise ](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Pro ](https://www.g2.com/products/quickbooks-desktop-pro/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Advanced ](https://www.g2.com/products/quickbooks-online-advanced/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![wade m.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "wade m.") WM wade m. Small-Business (50 or fewer emp.) 3/2/2026 "Complex Customization, Poor Support" 0.5/5 What do you like best about Method CRM? Never implemented Review collected by and hosted on G2.com. What do you dislike about Method CRM? The customization process with Method CRM is really cumbersome and costly. Instead of allowing a general overview, you have to handhold through each button click, which just draws out the whole process. Then they charge for every little change instead of just making them on the call. It's also problematic that information is spread across different areas and isn't user-friendly for sales reps. I never even got to the point of using the software because after meeting with their customization expert, I realized it wouldn't be a good fit and asked for a refund. But they stopped responding, and even after trying to get in touch with the team lead, it was just a dead end, sticking strictly to their policy without a solution. The initial setup was terrible too, and I had to rate them a one because they wouldn't refund the deposit although no actual work began. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Method CRM was supposed to be completely customizable, but the customization process is really cumbersome and costly. You have to handhold through every step, which isn't user-friendly, and information is scattered across areas. It also doesn't allow placing everything in the same area. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12429818/official_response/edit) Hi Wade, thank you for taking the time to sharing your experience. We're sorry to hear that the implementation and customization process did not meet your expectations. Our team strives to be transparent about our customization process, agreements, deposits, and refund policies before any work begins. Our records show that a customization agreement was signed and all communications and refund requests were handled in accordance with the agreed-upon terms. We understand you see this situation differently, and we're sorry it didn't work out. Our team made multiple attempts to offer solutions within our policy. We understand that circumstances can change, and that can be frustrating. If you wish to further this conversation, you can connect with a member of our team at hello@method.me Validated ReviewerSource: Organic AP Ashley P. Account Manager Small-Business (50 or fewer emp.) 8/13/2025 "Very Poor Experience, Waste of Time" 0/5 What do you like best about Method CRM? I didn't like anything about Method CRM. Review collected by and hosted on G2.com. What do you dislike about Method CRM? Every aspect was awful. Long, drawn out process that got us no where. Complete waste of time and no accountability was taken. Beware of working with this company if you are looking to implement a CRM. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Nothing was solved. We had to cancel. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-11540638/official_response/edit) Hi Ashley, thank you for taking the time to share your feedback. We're very sorry to hear that your experience with Method was disappointing. We know how valuable your time is and it's unfortunate that we couldn't deliver the kind of support or results you were expecting. Our goal with every implementation is to create a clear and collaborative partnership, but we understand in your case that things didn't come together as they should have. Your feedback is important to us and we take it seriously as we continue to improve our processes. We'd appreciate the opportunity to learn more about what went wrong and how we can do better. To speak with a member of our team, you can reach out to us at hello@method.me Validated ReviewerSource: Organic CE Cory E. Owner Small-Business (50 or fewer emp.) 8/6/2025 "Terrible Implementation - After Several Months, We Never Went Live and Had to Abort!" 0/5 What do you like best about Method CRM? Nothing, it was the worst business decision of my life. Review collected by and hosted on G2.com. What do you dislike about Method CRM? Everything, especially the implementation team. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Complete bait and switch scenario. They sold us one thing and we were bamboozled every step of the way. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-11502482/official_response/edit) Hi Cory, thank you for taking the time to share your experience. We are very sorry to hear your implementation with Method did not meet expectations. That is not the experience we aim to deliver and your feedback is very valuable to us. For every customer, our implementation process is designed to ensure alignment from the start with opportunities to adjust as needs evolve. While this process has helped many of our customers go live successfully, we understand that sometimes a solution may not turn out to be the right fit. We welcome the opportunity to connect and learn more about what went wrong in this project to understand how we can refine our approach and do better moving forward. Don't hesitate to reach out to us directly at hello@method.me to speak with a member of our team. Validated ReviewerSource: Organic JB Julie B. Small-Business (50 or fewer emp.) 2/3/2023 "Disappointed" 0/5 What do you like best about Method CRM? Nothing at the moment, it's not working for us. Review collected by and hosted on G2.com. What do you dislike about Method CRM? The constant delays and "who cares" attitude. Software still not working like we need it to, and unable to cancel service. We signed up 12/14, but couldn't even start working with a programmer until Jan 6 (their delay, not ours). Then that programmer quit the same day we met with him - unbeknownst to us - and no one contacted us. I had to inquire a few times before someone from Method - almost a week later - called me to say the programmer quit and we were basically starting over. He was going to credit us for the wasted time with their programmer, and we went over what was supposed to be done. We agreed to 3-5 hours programming time, which took at least another week before we could even review and comment. More changes/fixes needed, another hour charged. Next thing we know, we've been charged $870 and still do not have a working system. That's after being charged $290 from the first guy that did nothing! When I asked about our credit for the $290, I was told they didn't charge us for our meeting to discuss what we originally discussed with the first programmer, and that no additional credit would be received. With that response, and the fact that we still could not use the software, we decided to cut our losses and cancel our account. We are THEN told that we are outside the 30 day grace period to cancel and would not get a refund for the unused portion of our term ($1900). We didn't even get to meet with anyone until Jan 6th, and we tried to cancel on Feb 1st. But no - they are going back to the date we first signed up - Dec 14 - even though we could not even begin using it until we met with the programmer! Not the way to do business. We tried to work with them, but their responses show they just don't care. Buyer Beware! Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? We were hoping to use it for estimating, workorders and scheduling, but it needed a lot of customization to get it to work for us. Review collected by and hosted on G2.com. Show More Response from Filipa Alves of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-7673850/official_response/edit) Hello Julie, and thank you for taking the time to share this with us. We're sorry that you didn't have a positive experience with Method. The holidays is a busy time for our programmers, with many taking time to recharge during this period. Your feedback is very much appreciated, and I will be passing it along to our Professional Services team. Again, thank you for sharing your experience and contributing to the betterment of Method. Current UserValidated ReviewerSource: Organic MT Mike T. Small-Business (50 or fewer emp.) 4/3/2023 "Just not quite." 1/5 What do you like best about Method CRM? The support team is pretty responsive. They get back to you when they say - but - warning, as soon as quitting time comes, just accept that you'll get some help on the next business day. Review collected by and hosted on G2.com. What do you dislike about Method CRM? This is not an enterprise ready application. For example, there is not a method to integrate to azure AD for logins. There's not an option for MFA either. It's lacking in security overall. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Utilizing their custom development team, we are getting aid in shaping Method to our business workflow. We can almost follow the assembly of our greenhouse from customer opportunities to when it gets delivered! Review collected by and hosted on G2.com. Show More Response from Filipa Alves of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-7902513/official_response/edit) Hello Mike! Firstly, thank you for taking the time to share your experience. It's great to hear that Method's helping you track every step of the buyer's journey. I especially appreciate your feedback around Azure AD and MFA and will pass it along to our Development team. This article from our help center should help you set up 2FA (2-factor authentication) as an added security measure if you haven't yet. https://help.method.me/en/articles/7179943-how-to-enforce-2fa-on-your-method-account — Thanks again, and I hope this helps! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Design](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Design") UD Verified User in Design Small-Business (50 or fewer emp.) 12/22/2021 "Not my favorite" 0.5/5 What do you like best about Method CRM? I had a hard time coming up with something to put here, but the thing I like best is probably one of the most basic features... a primary key they call the Opportunity Number. As a Project Manager, I use this number throughout the project in all documents. This is by no means unique to a CRM, so... Review collected by and hosted on G2.com. What do you dislike about Method CRM? Method is not my favorite CRM by any means. It's clunky and the UI is not friendly. The Side Bar for Gmail is useless. The MailChimp connection exists... Right now I am tagging via an import / and export process which leaves much to be desired. There is no option (which I am aware of) to connect inboxes, so I am duplicating my efforts to notate all work. Review collected by and hosted on G2.com. Recommendations to others considering Method CRM: I recommend thinking about: the ease of use you are seeking; if you want to duplicate your efforts or utilize an integration to capture you existing workflow so that others can reference those actions later; the type of interface you want to engage with daily; and what kinds of connections with other programs like email providers or accounting services (Ex: Mailchimp or Quickbooks, etc). All of these factors can play a role into the type of CRM that ir right for you. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Haveing a CRM is ideal and nice. Having a field for "Next Steps" is nice, but having to enter the last activity on one screen and then enter the next step on a totally different screen completely eliminates any sense of streamlining a process and wastes time. In a sense this CRM gets the team on the same page, but not after wasting a ton of clicks and time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Mid-Market (51-1000 emp.) 2/23/2022 "Slow turnaround of projects, low quality work, very little resources and programming dedicated." 0/5 What do you like best about Method CRM? The staff are friendly, however that is quicky offset by all other issues. (See below) Review collected by and hosted on G2.com. What do you dislike about Method CRM? Everything. There is so much wrong with this company and service. Slow turnaround of projects, low quality work, very little resources and programming dedicated. We constantly have a can kicked in our faces, major projects delayed, basic functionality doesn't work, the system just DOESN'T work properly. Review collected by and hosted on G2.com. Recommendations to others considering Method CRM: Don't go down this path. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Just looking for basic CRM capabilities, the problem we are currently trying to solve is how to get Method to dedicate enough resources to fulfill our company's needs. Very few benefits have been realized Review collected by and hosted on G2.com. Show More Response from Sarah Iranca of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-5371260/official_response/edit) Firstly, thanks for the review, we really appreciate you taking the time to voice your concerns. We are so sorry our system did not work for your business as Method truly believes in helping businesses reach their potential through our tools and features. We would love to know your thoughts on how we can better your experience and fix the issues you have outlined. Let us know more by emailing us at marketing@method.me. We would really appreciate hearing more about your concerns and how we can help. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Automotive](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Automotive") AA Verified User in Automotive Small-Business (50 or fewer emp.) 10/16/2021 "Absolute Disappointment" 0.5/5 What do you like best about Method CRM? It has a nice appearance for customers who want to log in to the port and view transactions and pay invoices. It works OK for that. The representative who customizes the software was very knowledgeable and genuinely cared about making the software work for me, but in the end, this is what kept me hanging on to something that would never work. Review collected by and hosted on G2.com. What do you dislike about Method CRM? I spent several thousand dollars trying to implement this, I probably had a total of 12 hours trying to customize the system so that I could write quotes and send invoices with it, but it was obviously not going to work once my service writer decided the new job position wasn’t for him. Luckily I switched him over to just using QuickBooks desktop and he changed his mind. You could probably use this platform for writing quotes if they are limited to 1-10 line items. Also, if you are doing any progress invoicing or invoicing based on actual time and expenses, the invoice will have to be created in QuickBooks, and then synced with method. Method also does not sync automatically, which I was led to believe that it did. The sync engine also apparently will not work in a server environment. The activities app just doesn't make any sense. It's kind of like recording an email of an email, but if there is a chain of emails, you can only see that last one in the chain, instead of all of them. Probably good for recording details of a phone call or direct meeting with a customer, but the app for recording activities, contacts, and opportunities is too cumbersome to use while on the phone or in a meeting. How is someone supposed to complete the new contact, then make the opportunity, then record the activity all in one quick meeting with a customer? If you want jobs to show up hierarchically with customers, you have to pay them $200 extra to "create" this app called companies, then they just switch it on for you. This should be built into the system because it is supposed to properly sync with QuickBooks. I was led to believe that it accepted Quickbooks payments, but it only works with Quickbooks payments for Quickbooks online. I even opened an Authorize.net account just to use this, but Authorize.net deems it necessary to keep all of your revenue for 5 business days, which is absolutely insane. Most of what you have to pay them to cusotmize in the app should be included in the software. For example, I had to pay money to be able to add a line item into an estimate. YOU CANNOT ADD A LINE ITEM INTO THE MIDDLE OF AN INVOICE OR QUOTE WITHOUT PAYING THEM EXTRA MONEY. The proposals app can only be used with services, not parts. Useless. The webform cannot ve used with a Captcha, and works very poorly for uploading photos, another feature that you have to pay to customize. Now that I have had the Method experience, I’m extremely wary of any service that uses the work integrate I thought purchase orders would be useful, but if someone makes a purchase order in Method, you can no longer make them in QuickBooks because it will overwrite the PO number. I ended up paying for another QuickBooks user. The whole platform is sold to you based on the fact that a user would not need to use Quickbooks, but, you are probably going to pay more for this product once they add up all the different apps. I have tried them all and QuickBooks works better than all of them. Especially if you use QuickBooks online, there is absolutely no reason to use this software at all. I could write another page on everything else that disappointed me but I have wasted enough time and money on this product as is. My current goal is to get a refund, but they tell you that there are no refunds after one month, which is exactly how much time it takes for your reps to find another job and tell you they are leaving. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I wanted a useful CRM, I have received no long term benefits Review collected by and hosted on G2.com. Show More Response from Sarah Iranca of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-5060903/official_response/edit) First off, thank you for sharing your feedback with us. It’s great to hear that you had a good experience with our professional services team. When it comes to personalizing Method, our customization services usually present a strong ROI for many of our customers, but we’re sorry this wasn’t your experience. The needs of every business are different, and while we weren’t the right solution for you, we hope you find something that fits the bill of what you’re looking for. As a growth-focused company, we appreciate your detailed review on how we can better meet business needs like yours. If you’d like to share more feedback on the areas you think Method can improve, please drop us a line at marketing@method.me. Current UserValidated ReviewerSource: Organic ![Michael D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael D.") MD Michael D. Owner Small-Business (50 or fewer emp.) 4/14/2021 "Since we joined Method they have broken data protection rules in the UK, plus so many more issue" 0.5/5 What do you like best about Method CRM? All the items we have paid to be modified, that should be included as standard! Review collected by and hosted on G2.com. What do you dislike about Method CRM? Customer support takes so long to resolve issues. Their first response is always "it needs to be a custom design." The lack of understanding of the implications that things like incorrect tax, terms, none readable emial quotes on mobile devices, missing order numbers, All have an impact on us (the customer) doing are job, rather than talking to Method all the time. Lack of support during working hours in the uk or Europe. Crm is not great and adding contacts is easier in quickbooks. Review collected by and hosted on G2.com. Recommendations to others considering Method CRM: Do your homework, ask all your questions about what it does and what it dosnt do, during your trial period. If its not right during the trial, think carefully before you pay for modifications that should be offered as standard. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? We can link all are documents to each other (we paid for that and we could of paid any supplier for that) Review collected by and hosted on G2.com. Show More Response from Julia Poon of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-4684930/official_response/edit) Hi Michael, I'm sorry to hear that you are having issues at the moment. We are aware of your concerns and our team is actively looking into solutions for your issues. Our customer support team will be in touch to assist you. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller JY Jennie Y. Executive Director Small-Business (50 or fewer emp.) 6/28/2019 "Dificult to use- Poor Customer Service-Extremely disappointing" 0/5 What do you like best about Method CRM? Integration with QuickBooks, but it did not work out as well as hoped. Review collected by and hosted on G2.com. What do you dislike about Method CRM? This is not an easy system for users. I have been working with data, spreadsheets and databases for over 20 years, and this one was not intuitive or simple to manipulate for filtering data or generating reports. We would have had to pay much more for their help in designing what we needed, but as a nonprofit we did not have that kind of budget. Right off the bat Method could not distinguish between giftshop sales and donations and they had to create a filter. Much more work needed to be done with the data to make it yield the data we needed. Not worth the $$ or time and learning curve. Then, when an additional user was added accidentally, they refused to refund the two months fees, claiming that they only allowed 7 days to dispute an invoice. Would not budge even when I pointed out that refunding $60 to keep a $400/yr customer engaged was a smart choice. So I cancelled. Not customer oriented. Review collected by and hosted on G2.com. Recommendations to others considering Method CRM: Do not waste your time or money with this product or company. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Accurate tracking of donors, sending acknowledgements and tax letters. No benefits realized at all, just headaches. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about Method CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Method CRM ](https://www.g2.com/products/method-crm/discussions/new) MM Method Marketing Team • Last activity over 4 years ago What version of QuickBooks do I need to use Method:CRM? 2 Upvotes 2 [ Join the conversation ](https://www.g2.com/discussions/50132-what-version-of-quickbooks-do-i-need-to-use-method-crm) ![Alexa B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexa B.") AB Alexa Barratt • Last activity about 4 years ago How do I add subtotals to reporting and also how may I create a custom function to export my reporting? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/how-do-i-add-subtotals-to-reporting-and-also-how-may-i-create-a-custom-function-to-export-my-reporting) [ View all Discussions ](https://www.g2.com/products/method-crm/discuss) ## Pricing Options Pricing provided by Method CRM. ### Free trial Free Trial ### Grow with Method CRM: 25% off 3 months with 3+ licenses on CRM Quick Start $27.00 1 User Per Month ### Grow with Method CRM: 25% off 3 months with 3+ licenses on CRM Pro $45.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/method-crm/pricing) Method CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,874) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-method-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,907) [ Compare Now ](https://www.g2.com/compare/hubspot-sales-hub-vs-method-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_757d0364afd1effbea535cb62844bd90/insightly-crm.png "Product Avatar Image") Insightly CRM 4.2/5(945) [ Compare Now ](https://www.g2.com/compare/insightly-crm-vs-method-crm) ##### ##### Method CRM Features Platform Customization User, Role, and Access Management Sales Force Automation Contact & Account Management Opportunity & Pipeline Mgmt. 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